Area Manager - Branch Banking (Whidbey Island

Position: Area Manager - Branch Banking (Whidbey Island)
Location: Coupeville

Overview Heritage Bank is seeking a high performing Area Manager – Branch Banking to join our team! The ideal candidate will lead and empower Heritage Bank's Whidbey Island Branches (Coupeville, Freeland, Langley, and Oak Harbor) to success! In this role, the selected candidate will drive overall profitability and goal achievement of the multi-branch community by directing and executing sales and business development activities, meeting operational objectives, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values.

This position is also responsible for building the Bank's presence in the communities served by assigned branches through prospecting and relationship development as well as active community involvement. Geographical location considerations for this position are Coupeville, Freeland, Langley, or Oak Harbor, WA. This position is Full Time and fully on-site; typical schedule is Monday
- Friday 8:00 a.m. to 5:00 p.m. Travel is a requirement for the position. Base Salary Range $ - $ - $ annual Role at a Glance:
Responsible for overseeing and managing a retail branch and assigned multi – site branch community to ensure that established production goals for deposits, fee income, loan production and other corporate goals, as assigned, are met or exceeded and customer service is conducted in accordance with the Heritage Bank Service Standards. Leads and manages sales for the branch including mentoring and training branch staff in using standard relationship selling techniques to grow existing relationships and gain new customer relationships.

Proactively execute and lead business development efforts. Build and maintain professional working relationships with all lines of business to ensure customer relationship building is taking place through cross selling efforts and referrals. Proactively assists with small business development efforts within branch community. Become familiar with the top customers and actively participate in joint calls with branch staff or other sales staff.

Develops, implements and monitors the annual and quarterly business plans, including sales goals, income, and expense strategies to ensure maximum profitability and effectiveness for branch and assigned banking community. May assist with the district’s annual budgeting process. Provide leadership in communicating the bank’s overall strategy. Establishes effective working relationships with all assigned managers, developing and implementing individualized coaching and mentoring plans to ensure overall success with all business objectives.

Develops skills of team through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. Actively leads and trains staff to ensure assigned branches consistently adhere to all regulatory compliance standards, internal operational and credit controls and follow all operating policies and procedures. Ensure audit, security and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branches and support departments.

Conducts branch community sales meetings to drive results, increase team motivation and ensure compliance with rules and regulations. Actively participates in monthly and/or quarterly branch training and coaching meetings, within assigned branch community, to ensure consistent and effective communication amongst all branch personnel. Resolves escalated customer questions and/or concerns in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently.

Makes and approves policy and procedure exceptions within assigned limits. Reviews and authorizes transactions or decisions requiring a higher level of authority for approval within the branch community. Serves on a variety of committees to consider or implement initiatives that support the branch network. Acts as liaison between branch management, senior management and other business units. Works collaboratively with Retail Management and Human Resources…